Save a job as a job template – WorkflowMax

To save an existing job as a job template:

In the Jobs menu, select Jobs.
On the Job Manager screen, drill down on the Job number of the job you wish to save as a job template.
On the job details screen, select Job Actions > Save Job as Template.
On the New Job Template screen, add or change information about the new template. For more information about each of the fields, see the Data fields reference section below.
Save. A new job template is created, based on the job you selected. The job details screen is displayed.
Review the new template and make any additional changes you require. For details, see Edit a Job Template.

Data fields reference

Field	Description
Name	As specified on the Job details screen. Review and modify if required.
Description	As specified on the Job details screen. Review and modify if required.
Job Category	A job category Job categories are primarily a way to group various types of jobs (or tracking categories in Xero) together for reporting and viewing purposes. Whenever a job is invoiced, the information specified in the category, such as Xero Tracking Category, Income Account and Cost of Sale Account, is brought across in the invoices that flow through to your accounting system. , if required.
Job Costs are	The type of costs (Estimated or Actual) that will be added to the job when the template is used. More... An actual cost item is understood by the system to be a cost that has been incurred on the job. It will therefore be picked up as part of the invoice when billing is based on actual costs. If the cost is estimated, we don't know what the actual cost is just yet. When the job is created, the estimated cost is added to the job but it is not flagged as an actual – it becomes an actual cost when you: receipt a purchase order with this item on it, or manually flag the item on the job as now being an actual (and probably update the cost and price of the item to reflect the supplier invoice).